CASTLE CREEK ADVISORS IV LLC

11682 El Camino Real
Suite 320
San Diego, California 92130
Tel: 858-756-8300

About CASTLE CREEK ADVISORS IV LLC

CASTLE CREEK ADVISORS IV LLC, formally registered with the SEC as CASTLE CREEK ADVISORS IV LLC. The firm was established in 01/03/2011. They have over 3 offices throughout the country.

CASTLE CREEK ADVISORS IV LLC is a San Diego, California based Financial Planning firm with nearly $978,730,706 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	158079
SEC#	801-72923
Assets Managed by Firm	$978,730,706
No. of Clients	7
No. of Advisors	10

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	7	$978,730,706

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